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Leonard Taylor

Jackson Taylor Investment Securities
40 Years of Experience
Seneca, SC
1 Disclosure
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Leonard Taylor is a registered investment advisor at Jackson Taylor Investment Securities, based in Seneca, SC, with 40 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 110 clients with $16M in assets under management.

Jackson Taylor Investment Securities
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
110 clients
Average Client Portfolio
$145K average
Assets Under Management
$16.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

JTIS may impose a minimum portfolio value. Minimum annual fees may apply. JTIS may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where JTIS deems it appropriate under the circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

705 Westhampton Dr., Seneca, SC, 29672-2275

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History

Regulatory History (1)
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Regulatory
August 2009
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Jackson Taylor Investment Securities
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Eps Advisors
January 2010 - December 2010 · 11 mos
American Securities Group, INC.Broker
June 2009 - October 2009 · 4 mos
Erisa Plan Services INC
January 2009 - January 2010 · 1 yr
Scott & Stringfellow, INC.
June 2001 - January 2008 · 6 yrs 7 mos
Scott & Stringfellow, INC.Broker
March 2001 - January 2008 · 6 yrs 10 mos
Edgar M. Norris & CO., INC.Broker
June 1999 - March 2001 · 1 yr 9 mos
Wachovia Securities, INC.Broker
July 1996 - June 1999 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
January 1992 - July 1996 · 4 yrs 6 mos
Securities America, INC.Broker
July 1990 - September 1991 · 1 yr 2 mos
Investment Management & Research, INCBroker
January 1990 - June 1990 · 5 mos
Lamon - Callaway, INC.Broker
August 1988 - January 1990 · 1 yr 5 mos
Investacorp, INC.Broker
September 1986 - August 1988 · 1 yr 11 mos
Johnson, Lane, Space, Smith & CO., INC.Broker
August 1984 - September 1986 · 2 yrs 1 mo
State Registrations1 state
SC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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